Filed February 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $38,476 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOC., INC. Service code 52 | Indirect Investment Fees | $15,477 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOC, INC. Service code 52 ONE WORLD FINANCIAL CENTER, 14TH FL · NEW YORK, NY 10281 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,701 | $46,360-31.6% | $147,617-78.5% | $52,331-39.4% |
| Participation rate | 44.7% | 64.9%-20.2pp | 84.6%-39.9pp | 68.1%-23.4pp |
| Annual return | -1.26% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $515 | $2,126-75.8% | $5,564-90.7% | $1,882-72.6% |
| Participant deferral / active EE | $1,062 | $2,258-53.0% | $4,895-78.3% | $3,022-64.9% |
| Admin fee / account holder | $281 | $766-63.3% | $11,612-97.6% | $592-52.6% |